Filed May 6, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,526 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $16,685 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $3,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,944 | $101,317+7.5% | $146,958-25.9% | $74,495+46.2% |
| Participation rate | 95.0% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 13.29% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,384 | $3,810-37.4% | $4,933-51.7% | $2,623-9.1% |
| Participant deferral / active EE | $6,692 | $7,303-8.4% | $8,070-17.1% | $4,346+54.0% |
| Admin fee / account holder | $238 | $1,739-86.3% | $12,998-98.2% | $1,942-87.8% |